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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Raymond Whittenburg (CRD# 1479468) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Alpine, UT and has over 37 years of experience in the finance industry.
Benjamin Lyman (CRD# 7412571) is an Investment Advisor Representative working at Lymanwealth LLC in Alpine, UT and has over 2 years of experience in the finance industry.
Brett Lyman (CRD# 7412568) is an Investment Advisor Representative working at Lymanwealth LLC in Alpine, UT and has over 2 years of experience in the finance industry.
Allan Nichols (CRD# 1347706) is an Investment Advisor Representative working at Clifford Capital Partners, LLC in Alpine, UT and has over 39 years of experience in the finance industry.
David Passey (CRD# 6615265) is an Investment Advisor Representative working at Clifford Capital Partners, LLC in Alpine, UT and has 1 year of experience in the finance industry.
Jordan Wilkins (CRD# 7089894) is an Investment Advisor Representative working at Edward Jones in Alpine, UT and has over 4 years of experience in the finance industry.
Kevin Larson (CRD# 4683570) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Taylorsville, UT and has over 20 years of experience in the finance industry. Kevin Larson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Paul Winter (CRD# 1870699) is an Investment Advisor Representative working at Five Seasons Financial Planning LLC in Slc, UT and has over 35 years of experience in the finance industry. Paul Winter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thomas Abbott (CRD# 840425) is an Investment Advisor Representative working at Equitable Advisors, LLC in American Fork, UT and has over 33 years of experience in the finance industry.
David Adair (CRD# 2851331) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 26 years of experience in the finance industry.